Vita Classic - Investment report September 30, 2018

Vita Classic - Investment report September 30, 2018

January 10, 2019

Uncertainties move the financial markets: the days of stable equities markets are over. In the first nine months, the Vita Joint Foundation achieved a performance of -0.12%.

All performance contributions are relatively small; none of the large investment categories contributed more than 1%. Swiss real estate continues to make positive contributions. The bonds, however, have suffered as a result of the increase in interest rates and demonstrate negative performance.

At the end of 2017, the Vita Joint Foundation developed a new investment strategy, the goal of which was to increase investment efficiency and provide the insured with a lastingly secure solution in the future as well. The foundation is aligning the portfolio with the investment strategy step by step. Furthermore The Vita Joint Foundation wants to be an active and responsible investor that also takes sustainability principles into consideration when making investments.

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